$LOW

Analysts reiterated Buy ratings on AutoZone (AZO) and Lowe’s (LOW). Bank of America's Robert Ohmes set a $4800 price target for AZO, while Guggenheim's Steven Forbes set a $275 target for LOW. Both stocks have consensus Buy ratings with significant upside potentials according to analysts.

Walmart, Home Depot, and Lowe's, among other retailers, passed higher costs from tariffs to consumers. Walmart plans to use its $2.9 billion refund to invest in pricing strategies, not direct refunds. Other retailers will use refunds to offset costs and maintain pricing. No government refunds are expected.

Lowe's (LOW) reported 8.2% revenue growth over the past year, outperforming peers like Home Depot (HD), which grew 2.5%. Lowe's trades at a lower earnings multiple (16.4x) than Home Depot (21.3x). Recent acquisitions contributed to growth, with online sales up 15.7% in Q2 2026. Management expects fiscal 2026 sales of $92B with flat comparable sales.

Home Depot (HD) reported a 25 bps gross margin increase in Q2 2026, aided by $730M in tariff refunds. However, rising fuel and energy costs may offset these benefits. Management expects a full-year gross margin of 33.1%. Lowe's (LOW) and Floor & Decor (FND) also face tariff pressures, with mixed Q2 margin results. HD shares are down 26.3% year-over-year, trading at a forward P/E of 19.87X.

RH, Floor & Decor, Lowe's, Home Depot, and Williams-Sonoma reported Q2 earnings. RH revenue grew 2.6% YoY, beating estimates. Floor & Decor revenue rose 3% YoY, outperforming expectations. Lowe's revenue increased 8.3% YoY but missed EPS and revenue guidance. Home Depot revenue grew 5.7% YoY, beating estimates. Williams-Sonoma revenue rose 6.7% YoY, surpassing expectations. Shares of these companies have declined since earnings reports.

Lowe's (LOW) is deemed safer for income investors than Home Depot (HD) due to a higher free cash flow yield (6.93% vs. 4.11%) and better dividend coverage. HD reported 1.7% comp sales growth, but free cash flow shrank 22%. LOW's dividend raises signal longer growth runway. Both face headwinds from low housing turnover.

Five US-listed companies—Lowe’s (LOW), Texas Instruments (TXN), UnitedHealth Group (UNH), Broadcom (AVGO), and ADP (ADP)—recently raised their dividends, with each demonstrating strong cash flow to support payouts. Lowe’s increased its dividend to $1.25 per share, while Texas Instruments raised it to $1.42. UnitedHealth Group boosted its payout to $2.32 per share, and Broadcom increased it to $0.65. ADP saw the largest increase, raising its dividend to $1.70 per share. All companies reported str

STL.News highlights several U.S.-listed companies with significant share-price declines despite strong financials, including Nike (NKE), Lululemon (LULU), Adobe (ADBE), PayPal (PYPL), Lowe's (LOW), and McDonald's (MCD). Nike's stock is around $36-$37 with $46.4B revenue and $3.1B net income. Lululemon reported $2.42B Q2 revenue with a 60.5% gross margin. Adobe posted record Q3 results. PayPal remains profitable but faces growth concerns. Lowe's sales reached $26B in Q2 but reduced full-year targ

Procter & Gamble (PG) and Johnson & Johnson (JNJ) have raised dividends for 70 and 64 years, respectively. PG's yield is 2.99%, with $15.84B in free cash flow. JNJ's yield is 1.97%, with $19.70B in free cash flow. Lowe's (LOW) yields 2.47%, Emerson (EMR) 1.48%, and Genuine Parts (GPC) 3.09%. GPC plans a 2027 split. All companies have strong cash flow supporting dividends.

Home Depot (HD) and Lowe's (LOW) raised dividends despite housing market challenges, with HD yielding 1.44% and LOW 2.37%. Cintas (CTAS) increased its dividend by 16%, trading at a premium. Chubb (CB) reported strong underwriting income and record investment income, while Emerson (EMR) saw automation backlog growth. All companies have raised dividends consistently.